Your client's next finance decision is already on its way. The question is whether you will be part of it.

The home loan settles. The keys are handed over. You send a congratulations message, and the deal moves on.

For your client, though, the decisions keep coming.

The family car is starting to show its age. The business has picked up a new contract and needs another ute. The caravan they have talked about for years finally feels within reach.

Each of these is a finance decision, and each one will be made with someone.

That decision can often happen without you 

When clients need finance for a car, equipment or a lifestyle purchase, many do not think to call their mortgage broker. They take whatever option is in front of them at the time, or they ask whoever happens to be closest to the purchase.

It is not because they would not value your help. Often, they simply do not know you can offer it.

That is a missed opportunity, and not only a financial one. Every finance decision your client makes without you is a conversation you were not part of, and a moment where someone else had the chance to be helpful.

Being the first call builds the relationship 

The brokers with the strongest client relationships tend to be the ones their clients think of first, whatever the question.

When you help a client with their next vehicle or business purchase, you give them another reason to stay in touch. You learn more about their plans. And when it is time to review or refinance their home loan, you are already part of the conversation.

You do not need to become an asset finance expert 

Being the first call does not mean taking on the work yourself.

Through Partner Connect, you can refer your client to Broli Finance, a specialist consumer and commercial finance team. Broli speaks with your client, compares options across a panel of more than 45 lenders and manages the application through to settlement.

You stay informed along the way, and your client remains your client.

What it can look like

The following scenarios are illustrative only.

• The growing family. At a post-settlement check-in, your client mentions they need a bigger car before the baby arrives. You make the introduction, and Broli takes care of the finance.
  
• The busy tradie. During an annual review, a self-employed client says business is strong and they need a second work vehicle. One referral, and they can keep their focus on the job.
  
• The long-awaited caravan. A client close to retirement says they are finally planning the trip around Australia. You connect them with a specialist, and you are part of the story.

 In each case, the broker did not process a loan. They simply recognised a moment and knew who could help.

More value, with less effort 

When you refer through Partner Connect, your client gets specialist support, you deepen the relationship, and your business benefits too. When a referred deal settles, the referring AFG brokerage receives 40% of the income generated from the settlement, distributed through AFG.

Be the one they call

Your clients will keep making finance decisions long after their home loan settles. With Partner Connect, you can be part of more of them, without becoming an expert in every type of lending.

To find out how Broli can support your clients, explore Broli in Partner Connect.

The content is for general information purposes only and does not constitute financial product advice. AFG does not make any recommendation or representation regarding the products or services mentioned. Please refer to this article for details on your disclosure and compliance obligations when referring clients and receiving referral fees. Any revenue or performance examples are illustrative only and do not represent a guarantee of future earnings. Individual results will vary.